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Microsoft
MSFT

Overview Fund Activity

2,087 hedge funds and large institutions have $256B invested in Microsoft in 2015 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 919 increasing their positions, 872 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,087
Holders Change
-8
Holders Change %
-0.38%
% of All Funds
58.33%
Holding in Top 10
681
Holding in Top 10 Change
+96
Holding in Top 10 Change %
+16.41%
% of All Funds
19.03%
New
84
Increased
919
Reduced
872
Closed
74
Calls
$3.68B
Puts
$2.87B
Net Calls
+$810M
Net Calls Change
+$763M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.55B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$820M
3
Bank of America
Bank of America
North Carolina
+$756M
4
Goldman Sachs
Goldman Sachs
New York
+$472M
5
Capital World Investors
Capital World Investors
California
+$456M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$901M
2
HSBC Holdings
HSBC Holdings
United Kingdom
-$769M
3
Deutsche Bank
Deutsche Bank
Germany
-$559M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$372M
5
State Street
State Street
Massachusetts
-$353M
Name Holding Trade Value Shares
Change 		Shares
Change %
AR
576
Advisory Research
Illinois
$17.9M -$75.1K -1,696 -0.4%
HCM
577
Hutchinson Capital Management
California
$17.8M -$96.9K -2,190 -0.5%
DCM
578
Destrier Capital Management
New York
$17.7M – – –
DWA
579
Douglass Winthrop Advisors
New York
$17.7M +$7.09M +160,160 +67%
HCM
580
Horan Capital Management
Maryland
$17.7M -$240K -5,429 -1%
CAG
581
Crestwood Advisors Group
Massachusetts
$17.6M +$1.22M +27,672 +7%
ISL
582
Ingalls & Snyder LLC
New York
$17.6M -$940K -21,232 -5%
CFB
583
Cullen/Frost Bankers
Texas
$17.6M -$22.2K -502 -0.1%
Baillie Gifford & Co
584
Baillie Gifford & Co
United Kingdom
$17.5M – – –
MCM
585
Maryland Capital Management
Maryland
$17.4M +$337K +7,622 +2%
CLOS
586
Compagnie Lombard Odier SCmA
Switzerland
$17.3M +$105K +2,364 +0.6%
WT
587
Whittier Trust
California
$17.3M -$30.1K -680 -0.2%
CAN
588
Cetera Advisor Networks
California
$17.3M -$399K -9,023 -2%
MTC
589
McDaniel Terry & Co
Texas
$17.2M +$216K +4,887 +1%
CCM
590
Covington Capital Management
California
$16.9M +$545K +12,317 +3%
CI
591
Constellation Investments
Ohio
$16.5M -$132K -2,975 -0.8%
TMAM
592
Tokio Marine Asset Management
Japan
$16.5M +$105K +2,373 +0.6%
RMA
593
Roffman Miller Associates
Pennsylvania
$16.4M +$275K +6,210 +2%
TAM
594
Trillium Asset Management
Massachusetts
$16.3M +$103K +2,338 +0.6%
OPCM
595
Osborne Partners Capital Management
California
$16.3M -$124K -2,795 -0.8%
BCM
596
Bluefin Capital Management
New York
$16.2M +$9.94M +224,683 +160%
MIS
597
Morningstar Investment Services
Illinois
$16.2M -$436K -9,849 -3%
CCM
598
Cadence Capital Management
Massachusetts
$15.9M -$2.34M -52,934 -13%
VFAM
599
Valley Forge Asset Management
Pennsylvania
$15.9M -$112K -2,521 -0.7%
VIMU
600
Veritas Investment Management (UK)
United Kingdom
$15.7M +$401K +9,060 +3%
22 23
24
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